U.S. Capital Wealth Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10M Sell
2025
Q2
$8.95M Sell
2025
Q1
$9M Sell
2024
Q4
$7.7M Buy
2023
Q2
Sell
2023
Q1
$450K Sell
2022
Q4
$810K Sell
2022
Q3
$1.16M Hold
2022
Q2
$1.49M Buy
2022
Q1
$1.73M Buy
2021
Q4
$1.53M Sell
2021
Q3
$2.38M Buy